RTA Web - Vendor File Primary Info Panel
The primary information panel that is visible after selecting a vendor in RTA Web lists all of the primary information for the vendor. This article will focus on the fields contained within the primary panel.
Once a vendor has been selected, the vendor number will be listed at the top of the screen so that the user can always verify the correct vendor is being reviewed and/or edited.
The primary vendor panel will always be visible regardless of the tab you select in the vendor file.
Refer to Vendor File TOC to access the full list of articles related to displayed vendor data in RTA Web here.
🔓 Denotes fields that are editable within RTA Web.
Primary Panel Field
Displays the assigned vendor number attached to file in RTA
🔓 Vendor Abbreviation
Displays the abbreviation to be used for the vendor
🔓 Vendor Name
Displays the Vendor’s name
🔓 Profile Picture
Used to upload/display a primary profile picture for the vendor
🔓 Primary Contact
The primary person to contact when communicating with the vendor if applicable
🔓 Vendor Email
Email to be used when communicating with the client if applicable
Phone number for use when contacting the vendor if applicable
Fax number for use when contacting the vendor if applicable
Street address for the vendor
Suite or building number as part of the vendor’s address
City location for the vendor
State location for the vendor
🔓 Zip code
Vendor’s zip code
🔓 Delete Link
Allows the deletion of the vendor file if permissions are granted to the user
Notes section where notes pertaining to the vendor can be added to the file. This is freeform text.